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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $470,245 | $211,224+122.6% | $178,505+163.4% | $145,897+222.3% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 17.06% | 30.28%-13.2pp | 27.16%-10.1pp | 552.29%-535.2pp |
| Employer contribution / active EE | $4,680 | $4,577+2.3% | $3,955+18.3% | $4,663+0.4% |
| Participant deferral / active EE | $30,500 | $6,966+337.9% | $6,280+385.6% | $6,689+356.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |